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SC&H Financial Advisors’s Coca-Cola KO Stock Holding History

SC&H Financial Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Buy
4,293
+23
+0.5% +$1.82K 0.05% 117
2026
Q1 		$325K Hold
4,270
– – 0.05% 117
2025
Q4 		$299K Buy
4,270
+544
+15% +$37.9K 0.05% 127
2025
Q3 		$247K Sell
3,726
-180
-5% -$12.4K 0.04% 135
2025
Q2 		$276K Sell
3,906
-122
-3% -$8.69K 0.05% 124
2025
Q1 		$288K Buy
+4,028
New +$269K 0.06% 116
2023
Q4 		– Sell
-3,763
Closed -$211K – 144
2023
Q3 		$211K Buy
+3,763
New +$226K 0.07% 127
2022
Q1 		– Sell
-3,609
Closed -$214K – 156
2021
Q4 		$214K Buy
+3,609
New +$201K 0.12% 147

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SC&H Financial Advisors's KO Position: Q2 2026 in Review

SC&H Financial Advisors increased its Coca-Cola (KO) stake by 0.54% in Q2 2026, buying an estimated $1.82K and bringing the position to 4,293 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #117.

SC&H Financial Advisors first reported a position in KO in Q4 2021 and has held it in 8 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SC&H Financial Advisors held 4,293 shares of Coca-Cola worth $349K as of Q2 2026.
  • SC&H Financial Advisors bought 23 Coca-Cola shares in Q2 2026, an estimated $1.82K.
  • Coca-Cola made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • SC&H Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 8 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.